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Sep. 1, 2015, 4:04 PM
- Continuing a rough 2015, 3D Systems (DDD -6.6%), Stratasys (SSYS -5.8%), Organovo (ONVO -10.6%), Arcam (OTCPK:AMAVF -6.1%), and Voxeljet (VJET -4.9%) have seen outsized losses on a day the Nasdaq fell 2.9%. Volume was generally below-average.
- Short interests indicate many shorts with large profits have chosen not to cover: 3D Systems had 35% of its float shorted as of Aug. 14, Stratasys 28%, Organovo 26%, and Voxeljet 11%.
- Earlier today, Stratasys announced the Objet30 Dental Prime, a 3D printer aimed at smaller dental labs. The company promises the printer's High Quality mode can deliver "intricate, delicate features required for precise fittings on crown, bridge, and prosthetic models" via 16-micron layers.
- Meanwhile, Organovo CEO Keith Murphy defended his company in a talk with Benzinga - he discussed partnerships with Merck, L'Oreal, and Yale, and downplayed Organovo's FQ1 numbers. "We reported about $300K in revenue for the first quarter, and we're seeing some reaction to that, I would say. The bigger picture is, last quarter we had $2 million in booked contracts. The fact that these (contracts) take a couple of quarters to be recognized as revenue shouldn't surprise anyone."
Jun. 23, 2015, 3:40 PM
- In addition to 3D Systems (up 6% with the help of fresh GE-related M&A chatter) printer makers Stratasys (SSYS +2.6%), ExOne (XONE +6%), Voxeljet (VJET +4.5%), and Arcam (OTCPK:AMAVF +2.4%) have posted healthy gains, and so has 3D measurement/scanning hardware maker Perceptron (PRCP +4.4%). The Nasdaq is up 0.1%.
- Shorts, many of whom undoubtedly have large paper profits, might be cashing in: Stratasys, ExOne, and Voxeljet respectively had 22%, 33%, and 12% of their floats shorted as of May 29.
Feb. 5, 2015, 2:06 PM
- Clobbered on Tuesday thanks to Stratasys' warning and soft 2015 guidance, 3D printing stocks are up sharply amid a market rally (the Nasdaq is up 0.7%). 3D Systems (DDD +4.8%), Stratasys (SSYS +7.3%), Voxeljet (VJET +3.8%), ExOne (XONE +4%), and Arcam (OTCPK:AMAVF +5.1%) are among the gainers.
- Possibly helping the group: 3D modeling/simulation software firm Dassault and industrial prototyping services firm Proto Labs have each soared after posting Q4 beats. Though each firm only gets a fraction of its revenue from 3D printing/additive manufacturing use cases, they've each occasionally been hyped as 3D printing plays.
- Gabelli recently made a contrarian call on 3D Systems and Stratasys, upgrading the printer makers following the latter's warning. The firm argued 3D's shares have "limited downside" at an enterprise value of 14.8x estimated 2016 EBITDA, and praises Stratasys' "extensive product and service portfolio and its focus on high-value business applications."
Feb. 3, 2015, 10:06 AM
- Organovo (ONVO -4.2%), Proto Labs (PRLB -5.4%), and Arcam (OTCPK:AMAVF -4.9%) have joined 3D Systems, ExOne, and Voxeljet in selling off in the wake of Stratasys' Q4/2014 warning and light 2015 guidance.
- Proto Labs is far from a 3D printing pure-play - the company is a custom-parts maker for industrial prototyping, one that supports 3D printing and other manufacturing techniques. Organovo, as a developer of 3D-printed human tissues, is a very different kind of 3D printing firm than the printer makers.
- Proto Labs' Q4 report arrives on Thursday morning.
Oct. 1, 2014, 1:20 PM
- Volatile and heavily-shorted 3D printing names are among the bigger decliners as the Nasdaq posts a 1.4% drop. Volumes for several names are already near or above their 3-month daily averages.
- ExOne (XONE -10.6%) has tumbled to a fresh post-IPO low, and Voxeljet (VJET -3%) is close to its post-IPO low of $12.85. Also selling off: DDD -4.5%. SSYS -5.2%. CAMT -8.7%. ONVO -3.8%. OTCPK:AMAVF -5.9%.
Aug. 7, 2014, 10:39 AM
- Materialise (MTLS +9.8%), Camtek (CAMT +4%), and Arcam (OTCPK:AMAVF +5.9%) have joined the ranks of 3D printing stocks rallying in response to Stratasys' Q2 beat and guidance.hike. Stratasys' numbers are in marked contrast to the ones 3D Systems released last week.
- Materialise's Q2 report is due on Aug. 14. Camtek soared last week following its Q2 report, thanks to upbeat remarks about its Gryphon PCB solder-mask solution.
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